Print this page Forward this document    Efile

Efile-Federal

The keyword Efile-Federal enables you to control the efiling of this client's federal income tax return. It also allows you to override the client's federal efile setup.

Note that this keyword is only functional if you have purchased the DT Max efile module.

The following options are applicable for the keyword Efile-Federal.

  • Yes - if eligible
    • The client's return is to be efiled if it is eligible, whether or not the client meets your firm's default profile for efile clients. Eligibility is determined by DT Max.
  • Yes - if refund/mandatory criteria is met
    • The client's return is to be efiled if the client has met the mandatory criteria or if entitled to a tax refund receivable, whether or not the client meets your firm's default profile for efile clients.

    This option is applicable for tax years ending after December 31, 2009.

  • Yes - if the mandatory criteria is met
    • The client's return is to be efiled if the client has met the mandatory criteria whether or not the client meets your firm's default profile for efile clients.

    This option is applicable for tax years ending after December 31, 2009.

  • Yes - even if ineligible
    • The client's return is to be efiled even if ineligible, whether or not the client meets your firm's default profile for efile clients. Eligibility is determined by DT Max.
  • No - do not transmit this return
    • The client's return is not to be efiled, whether or not the client meets your firm's default profile for efile clients.

    Secondary keywordEfile-Quebec

    The keyword Efile-Quebec enables you to control the efiling of this client's Quebec income tax return. It also allows you to override the client's Quebec efile setup.

    The following options are applicable for the keyword Efile-Quebec.

  • Yes - if eligible
    • The client's return is to be efiled if it is eligible, whether or not the client meets your firm's default profile for efile clients. Eligibility is determined by DT Max.
  • Yes - if refund/mandatory criteria is met (after May 31/10)
    • The client's return is to be efiled if the client has met the mandatory criteria or if entitled to a tax refund receivable, whether or not the client meets your firm's default profile for efile clients.

    This option is applicable for tax years ending after May 31, 2010.

  • Yes - if the mandatory criteria is met (after May 31/10)
    • The client's return is to be efiled if the client has met the mandatory criteria whether or not the client meets your firm's default profile for efile clients.

    This option is applicable for tax years ending after May 31, 2010.

  • Yes - even if ineligible
    • The client's return is to be efiled even if ineligible, whether or not the client meets your firm's default profile for efile clients. Eligibility is determined by DT Max.
  • No - do not transmit this return
    • The client's return is not to be efiled, whether or not the client meets your firm's default profile for efile clients.

    Secondary keywordQcEfile-Attach

    Use the keyword QcEfile-Attach to identify the file being attached to the corporation's Quebec return as a supporting document.

    Such a file would be in .jpg, .gif or .pdf format.

    QcEFile-Result

    Upon completion of an efile session, DT Max will automatically enter any results in the keyword QcEFile-Result.

    Secondary keywordError-Code

    DT Max will automatically enter any Quebec efile error codes in the keyword Error-Code.